[Solved] Closed loop process

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Is there any clean way of building in a closed-loop process?  Currently I have a hidden page with several fields that the respondent never sees, but after they submit the survey, the page is unlocked and I can use the edit link to go back and add my comments on that hidden page.  Is there a tool/feature that allows tracking of following up with respondents and maybe reminders if no notes have been added in X days?

Jonathan Sanche asked

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    1

    Hey Jonathan,

     

    The closest solution I have found to something like this is a combination of admin-only pages/questions and response tags.

     

    This document should help with admin only pages:

    http://help.surveygizmo.com/help/article/link/admin-only-page

    This one with admin only questions:

    http://help.surveygizmo.com/help/article/link/administrative-questions

     

    It sounds like you are already using these features so you probably don’t need those docs, but I wanted to include them anyways incase you weren’t. In addition to these features there are two more things you could do.

     

    You could add tags to responses that get a follow up:

    http://help.surveygizmo.com/help/article/link/tag-open-text-responses

     

    or

    You could set the survey to end on a non-thank you page! This way the response comes in as partial and when you go back to edit it and follow up, it turns to a complete(All completes = Followed up with).

     

    As far as getting notified for a response that has not been followed up with yet, I am not sure there is a feature for that. The only thing you may be able to do here is link up with Salesforce or some other CRM for this part of the automation.

     

    I hope this is helpful to you!

     

    Thanks,

     

    Cliff

    Cliff McGrupp answered
      0

      Thank you Cliff.  I will read through those posts you shared.  I really appreciate your help.

      Jonathan Sanche answered
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